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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
226
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M +$263K +3,122 +14%
BSW
227
Buckingham Strategic Wealth
Missouri
$2.1M -$288K -3,420 -12%
LFG
228
LifePlan Financial Group
Ohio
$2.1M +$194K +2,310 +10%
EMA
229
Efficient Market Advisors
California
$2.06M +$353K +4,195 +21%
VAM
230
Verity Asset Management
North Carolina
$1.99M -$3.45M -40,979 -63%
FWP
231
Fiduciary Wealth Partners
Massachusetts
$1.94M +$673 +8 +0%
KeyBank National Association
232
KeyBank National Association
Ohio
$1.93M +$995K +11,820 +106%
CCM
233
Colorado Capital Management
Colorado
$1.92M +$24.6K +292 +1%
NFG
234
Next Financial Group
Texas
$1.91M +$1.2M +14,243 +169%
FA
235
FC Advisory
Pennsylvania
$1.89M -$44.6K -530 -2%
NSIM
236
North Star Investment Management
Illinois
$1.8M +$290K +3,451 +19%
GWM
237
Geneos Wealth Management
Colorado
$1.79M +$716K +8,506 +66%
GAM
238
Gould Asset Management
California
$1.76M -$477K -5,670 -21%
MFW
239
Mosaic Family Wealth
Missouri
$1.75M -$252K -2,992 -13%
VWM
240
Vector Wealth Management
Minnesota
$1.68M +$323K +3,835 +24%
AIM
241
Advantage Investment Management
Iowa
$1.62M +$440K +5,232 +37%
DMC
242
Drexel Morgan & Co
Pennsylvania
$1.59M +$110K +1,308 +7%
EAM
243
Evanson Asset Management
California
$1.59M +$249K +2,963 +19%
LWAC
244
Laurel Wealth Advisors (California)
California
$1.58M +$335K +3,981 +27%
FEG
245
Financial Enhancement Group
Indiana
$1.58M +$40.3K +479 +3%
RhumbLine Advisers
246
RhumbLine Advisers
Massachusetts
$1.57M
RCAG
247
Rehmann Capital Advisory Group
Michigan
$1.56M
FM
248
Foster & Motley
Ohio
$1.55M +$88.8K +1,055 +6%
RJT
249
Raymond James Trust
Florida
$1.54M +$152K +1,806 +11%
BL
250
Balentine LLC
Georgia
$1.54M -$226K -2,684 -13%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.